Activity Hub

Using Activity Hub

Activity Hub brings all your Botkeeper communications together for easy access and a comprehensive view you can customize.

Activity Hub brings all your Botkeeper communications together for easy access and a comprehensive view you can filter. It centralizes all comments across Work, Documents, and Transaction Manager.

  1. Choose "Activity Hub" from the left navigation.

  2. Your default display filters comments to you, over the last 7 days.
    NOTE: Here, the user shown here has received no comments in the past week, so the Activity display is empty.

  3. Use the filters to find the comments you need. Your options include filtering by Client, Comments To a specific person, Comments From a specific person, Date, Module (Work, Documents, and/or Transaction Manager), or Status (any combination of Unread, Unresolved, Read, Resolved). You can also Search for a comment by any of the content it contains.

  4. To see ALL comments across all your viewable clients, set Date to "Anytime," and clear all other filters:

  5. Longer comments will have a blue View More indicator in the lower left of the comment tile.



    You can click this indicator to expand the comment. Once expanded, you can click the blue View Less indicator that will appear in the lower left of the expanded comment tile:



  6. Each comment tile will have indicators on the right to let you know if the comment has been READ and/or RESOLVED. These indicators remain a light gray when neither action has occurred, and turn blue when the comment has been read, resolved, or both:

                                
                  Neither read nor resolved.                              Both read and resolved.

When an indicator is blue, you can hover over it with your pointer to get more details:

 

You can also sort unresolved comments by their read status. The default order will start with the most recently read comment.